Evanson Asset Management’s Twilio TWLO Stock Holding History

Evanson Asset Management’s Portfolio TWLO Stock Details TWLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,244	Closed	-$205K	–	302
2022 Q1	$205K	Buy	1,244 +198	+19%	+$36.1K	0.02%	271
2021 Q4	$275K	Sell	1,046 -15	-1%	-$4.49K	0.02%	242
2021 Q3	$425K	Sell	1,061 -15	-1%	-$5.46K	0.04%	185
2021 Q2	$424K	Hold	1,076	–	–	0.04%	184
2021 Q1	$367K	Buy	1,076 +29	+3%	+$10.9K	0.05%	196
2020 Q4	$354K	Buy	1,047 +30	+3%	+$9.37K	0.06%	187
2020 Q3	$251K	Buy	1,017 +42	+4%	+$10.4K	0.05%	210
2020 Q2	$214K	Buy	+975	New	+$157K	0.04%	214
2019 Q3	–	Sell	-1,510	Closed	-$206K	–	245
2019 Q2	$206K	Buy	+1,510	New	+$201K	0.04%	222

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Evanson Asset Management's TWLO Position: Q2 2022 in Review

Evanson Asset Management sold out of Twilio (TWLO) in Q2 2022, closing a stake of 1,244 shares — an estimated $205K sold.

Evanson Asset Management first reported a position in TWLO in Q2 2019 and held it in 9 quarters. The position peaked at $425K in Q3 2021. 760 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

Evanson Asset Management reported no remaining Twilio position as of Q2 2022 after selling out during the quarter.
Evanson Asset Management sold 1,244 Twilio shares in Q2 2022, an estimated $205K.
Evanson Asset Management first reported a position in Twilio in Q2 2019 and held it in 9 quarters.
Evanson Asset Management's Twilio position peaked at $425K in Q3 2021.
760 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

Based on Evanson Asset Management's 13F filing for Q2 2022, filed 13 Jul 2022.